Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SA
4001
Stewardship Advisors
Pennsylvania
$278M +$14.1M +5% 55
MWM
4002
MTC Wealth Management
Florida
$278M +$17.2M +7% 13
MS
4003
Mizuho Securities
Japan
$278M -$66.3M -19% 211
CWA
4004
Canvas Wealth Advisors
Kansas
$278M +$33.1M +14% 139
MC
4005
MSD Capital
New York
$278M +$198M +246% 4
CA
4006
Claro Advisors
Massachusetts
$278M +$40M +17% 298
SIM
4007
Studio Investment Management
Illinois
$278M +$44.9M +19% 112
RCM
4008
Riverpark Capital Management
New York
$278M -$5.36M -2% 39
RWA
4009
Roberts Wealth Advisors
California
$278M +$24.9M +10% 97
DBRC
4010
D.B. Root & Company
Pennsylvania
$277M +$20.9M +8% 207
AFWM
4011
AMJ Financial Wealth Management
Virginia
$277M +$33.1M +14% 104
ACM
4012
Arosa Capital Management
Florida
$277M -$7.03M -2% 85
WA
4013
Wambolt & Associates
Colorado
$277M +$27.4M +11% 247
BCM
4014
Birmingham Capital Management
Alabama
$277M +$15.8M +6% 107
OR
4015
Olympiad Research
Connecticut
$276M -$49M -15% 344
HCM
4016
Hudson Capital Management
New Jersey
$276M +$26.2M +10% 72
NLVP
4017
New Leaf Venture Partners
New York
$276M -$70.7M -20% 22
GPA
4018
Guidance Point Advisors
Massachusetts
$276M +$1.97M +0.7% 442
VST
4019
Van Strum & Towne
California
$276M +$22.1M +9% 109
HA
4020
Hamel Associates
New Jersey
$276M +$23M +9% 76
SCP
4021
Silverleafe Capital Partners
Tennessee
$276M +$23.7M +9% 94
RZH
4022
Relyea Zuckerberg Hanson
Connecticut
$276M +$18.3M +7% 152
CM
4023
CastleKnight Management
New York
$275M 187
TJHA
4024
Thomas J. Herzfeld Advisors
Florida
$275M +$49M +22% 401
WRTC
4025
Wind River Trust Company
Wyoming
$275M +$6.5M +2% 10